Jaguar Land Rover Sales Analyzed

Jaguar Land Rover (JLR) had a tough third quarter in 2025. Production problems from a recent cyberattack and delays in getting cars to customers worldwide led to significantly lower sales. These challenges, along with changes to old models and new tariffs, impacted how many cars they sold compared to previous times.

Key Points

• Production delays hit sales, impacting global deliveries significantly.
• Lower sales down 43% year-on-year, a serious drop.
• Tariffs and model changes hampered sales across all key markets.
• Range Rover & Defender dominated sales, reflecting brand popularity.
• Total sales down 26.6% year-on-year, demonstrating ongoing challenges.
• Retail sales also declined, highlighting broader customer demand issues.

Quarter 3 Performance Details

In the third quarter of 2025 (ending December 31st), JLR sold 59,200 cars (without the Chinese joint venture). This was a big decrease – 43.3% less than the same time last year, and 10.6% lower than the previous quarter. The problems weren’t just in one place; the UK, North America, Europe, China, the Middle East, and even overseas all saw reductions in sales.

A key part of the problem was a shift in the types of cars they were selling. 74.3% of the cars sold were Range Rover, Range Rover Sport, or Defender models. While these popular models performed well, the proportion of other models was lower than before.

Over the entire year to date (January to September 2025), JLR sold 212,600 cars – 26.6% fewer than the same period last year. Retail sales, which include sales to regular customers, also decreased to 79,600 units, down 25.1% year-on-year.

Looking Ahead

JLR plans to release a full report on their financial results in February 2026. It will be important to see if they can recover from these recent difficulties.

These results highlight the urgent need for JLR to improve its production and supply chain resilience.